Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,556	Closed	-$203K	–	569
2024 Q4	$203K	Hold	2,556	–	–	﹤0.01%	281
2024 Q3	$196K	Hold	2,556	–	–	﹤0.01%	284
2024 Q2	$188K	Hold	2,556	–	–	﹤0.01%	278
2024 Q1	$176K	Hold	2,556	–	–	﹤0.01%	282
2023 Q4	$170K	Hold	2,556	–	–	﹤0.01%	292
2023 Q3	$149K	Hold	2,556	–	–	﹤0.01%	312
2023 Q2	$162K	Buy	+2,556	New	+$154K	﹤0.01%	312

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IMCB Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2025, closing a stake of 2,556 shares — an estimated $203K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IMCB in Q2 2023 and held it in 7 quarters. The position peaked at $203K in Q4 2024. 174 funds tracked by Wall St. Rank hold IMCB as of Q1 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,556 iShares Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $203K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2023 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Morningstar Mid-Cap ETF position peaked at $203K in Q4 2024.
174 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.